KA
Kintegral Advisory’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29,771
| Closed | -$494K | – | 258 |
|
|
2024
Q1 | $494K | Sell |
29,771
-93
| -0.3% | -$1.54K | 0.05% | 222 |
|
|
2023
Q4 | $533K | Sell |
29,864
-191
| -0.6% | -$3.41K | 0.06% | 211 |
|
|
2023
Q3 | $436K | Sell |
30,055
-18
| -0.1% | -$261 | 0.05% | 211 |
|
|
2023
Q2 | $506K | Hold |
30,073
| – | – | 0.06% | 207 |
|
|
2023
Q1 | $493K | Sell |
30,073
-1,616
| -5% | -$26.5K | 0.06% | 206 |
|
|
2022
Q4 | $570K | Buy |
+31,689
| New | +$570K | 0.08% | 194 |
|
|
2019
Q1 | – | Sell |
-4,715
| Closed | -$79K | – | 283 |
|
|
2018
Q4 | $79K | Buy |
+4,715
| New | +$79K | 0.02% | 280 |
|